AIPO vs CSMD
Comparison between DEFIANCE AI & POWER INFRASTRUCTURE ETF (AIPO, ETF) and CONGRESS SMID GROWTH ETF (CSMD, ETF).
AIPO vs CSMD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AIPO
$434M
CSMD
$433M
Expense Ratio
AIPO
0.69%
Winner
CSMD
0.68%
Max Drawdown
Winner
AIPO
17.31%
CSMD
22.54%
Sharpe Ratio
Winner
AIPO
1.50
CSMD
0.44
5Y Beta
AIPO
2.04
Winner
CSMD
1.07
P/E Ratio
Winner
AIPO
-229.28
CSMD
37.09
Forward P/E
AIPO
32.58
Winner
CSMD
23.76
5Y EPS CAGR
Winner
AIPO
25.51%
CSMD
22.66%
Debt to Equity
Winner
AIPO
50.31%
CSMD
60.32%
P/S Ratio
AIPO
4.83
Winner
CSMD
3.46
P/B Ratio
AIPO
6.41
Winner
CSMD
5.43
AIPO vs CSMD - Holdings Comparison
AIPO and CSMD have 5 common holdings. Overlap is 5.28%
AIPO's top 25 holdings weight is 73.49%. CSMD's top 25 holdings weight is 73.74%.
| Rank | AIPO | CSMD |
|---|---|---|
| #1 | QUANTA SERVICES INC (PWR) - 8.17% | NVENT ELECTRIC PLC (NVT) - 5.38% |
| #2 | GE VERNOVA INC (GEV) - 7.89% | STERLING INFRASTRUCTURE INC (STRL) - 4.85% |
| #3 | VERTIV HOLDINGS CO CLASS A (VRT) - 7.36% | RAMBUS INC (RMBS) - 4.66% |
| #4 | EATON CORP PLC (ETN) - 7.08% | CURTISS-WRIGHT CORP (CW) - 4.36% |
| #5 | BLOOM ENERGY CORP CLASS A (BE) - 5.00% | COMFORT SYSTEMS USA INC (FIX) - 4.32% |
| #6 | BROADCOM INC (AVGO) - 3.86% | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 4.18% |
| #7 | NVIDIA CORP (NVDA) - 3.61% | VALMONT INDUSTRIES INC (VMI) - 3.78% |
| #8 | CAMECO CORP (n/a) - 3.59% | RUBRIK INC CLASS A SHARES (RBRK) - 3.14% |
| #9 | CONSTELLATION ENERGY CORP (CEG) - 3.19% | CARPENTER TECHNOLOGY CORP (CRS) - 3.03% |
| #10 | ADVANCED MICRO DEVICES INC (AMD) - 2.66% | NOVANTA INC (NOVT) - 2.87% |
| #11 | MASTEC INC (MTZ) - 2.18% | ENTEGRIS INC (ENTG) - 2.43% |
| #12 | STERLING INFRASTRUCTURE INC (STRL) - 1.90% | BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 2.42% |
| #13 | NVENT ELECTRIC PLC (NVT) - 1.88% | AFFIRM HOLDINGS INC ORDINARY SHARES CLASS A (AFRM) - 2.39% |
| #14 | HUBBELL INC (HUBB) - 1.70% | HALOZYME THERAPEUTICS INC (HALO) - 2.38% |
| #15 | DOMINION ENERGY INC (D) - 1.59% | UFP TECHNOLOGIES INC (UFPT) - 2.35% |
| #16 | VISTRA CORP (VST) - 1.53% | REPLIGEN CORP (RGEN) - 2.26% |
| #17 | XCEL ENERGY INC (XEL) - 1.47% | BOOT BARN HOLDINGS INC (BOOT) - 2.17% |
| #18 | GENERAC HOLDINGS INC (GNRC) - 1.33% | LINCOLN ELECTRIC HOLDINGS INC (LECO) - 2.16% |
| #19 | BWX TECHNOLOGIES INC (BWXT) - 1.31% | STERIS PLC (STE) - 2.16% |
| #20 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 1.16% | LIGAND PHARMACEUTICALS INC (LGND) - 2.14% |
| #21 | FUELCELL ENERGY INC (FCEL) - 1.11% | RANGE RESOURCES CORP (RRC) - 2.12% |
| #22 | MARVELL TECHNOLOGY INC (MRVL) - 1.04% | HAWKINS INC (HWKN) - 2.07% |
| #23 | VALMONT INDUSTRIES INC (VMI) - 0.99% | MEDPACE HOLDINGS INC (MEDP) - 2.05% |
| #24 | ARGAN INC (AGX) - 0.97% | DIGITALOCEAN HOLDINGS INC (DOCN) - 2.04% |
| #25 | ENERSYS (ENS) - 0.92% | UMB FINANCIAL CORP (UMBF) - 2.03% |
| Total Holdings | 77 | 45 |
AIPO vs CSMD - Historical Returns
Returns include dividend reinvestment.
1M
AIPO
-3.26%
Winner
CSMD
-0.06%
3M
Winner
AIPO
+22.97%
CSMD
+2.89%
6M
Winner
AIPO
+31.16%
CSMD
+4.30%
1Y
Winner
AIPO
+53.09%
CSMD
+10.60%
Max(CAGR)
Winner
AIPO
+63.85%
CSMD
+11.54%
AIPO vs CSMD - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | AIPO | CSMD |
|---|---|---|
| 2026 | +34.60% | +5.16% |
| 2025 | +8.68% | +6.34% |
| 2024 | N/A | +14.07% |
| 2023 | N/A | +6.44% |
AIPO vs CSMD Drawdown Comparison
The maximum drawdown for AIPO was -17.31%, occurring on Dec 17, 2025. Recovery took 71 trading sessions.
The maximum drawdown for CSMD was -22.54%, occurring on Apr 8, 2025. Recovery took 127 trading sessions.
The current AIPO drawdown is -8.38%. The current CSMD drawdown is -3.92%.
| Rank | AIPO | CSMD |
|---|---|---|
| #1 | -17.31% Oct 29, 2025 - Feb 11, 2026 | -22.54% Jan 22, 2025 - Jul 25, 2025 |
| #2 | -11.21% Feb 25, 2026 - Apr 9, 2026 | -14.79% Jan 22, 2026 - Jun 2, 2026 |
| #3 | -9.21% Oct 15, 2025 - Oct 29, 2025 | -13.85% Sep 1, 2023 - Dec 14, 2023 |
| #4 | -8.87% May 14, 2026 - Jun 2, 2026 | -11.08% Oct 27, 2025 - Jan 16, 2026 |
| #5 | -8.38% Jun 2, 2026 - Jun 5, 2026 | -9.08% Mar 28, 2024 - Jul 16, 2024 |
| #6 | -6.14% Aug 12, 2025 - Sep 10, 2025 | -8.97% Jul 16, 2024 - Nov 6, 2024 |
| #7 | -4.26% May 6, 2026 - May 14, 2026 | -6.90% Dec 4, 2024 - Jan 21, 2025 |
| #8 | -3.64% Sep 22, 2025 - Oct 1, 2025 | -5.43% Nov 11, 2024 - Nov 25, 2024 |
| #9 | -3.41% Apr 24, 2026 - Apr 30, 2026 | -4.65% Sep 18, 2025 - Oct 24, 2025 |
| #10 | -3.02% Oct 9, 2025 - Oct 13, 2025 | -4.54% Dec 28, 2023 - Feb 8, 2024 |
| #11 | -2.24% Jul 30, 2025 - Aug 12, 2025 | -3.92% Jun 4, 2026 - Jun 5, 2026 |
| #12 | -1.96% Feb 11, 2026 - Feb 19, 2026 | -2.19% Jul 29, 2025 - Aug 12, 2025 |
| #13 | -1.14% Oct 6, 2025 - Oct 8, 2025 | -2.08% Aug 13, 2025 - Aug 27, 2025 |
| #14 | -1.06% Apr 20, 2026 - Apr 22, 2026 | -2.02% Mar 7, 2024 - Mar 20, 2024 |
| #15 | -0.99% Sep 15, 2025 - Sep 18, 2025 | -1.82% Aug 28, 2025 - Sep 8, 2025 |
Correlation
Correlation between AIPO and CSMD is 0.53 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.53
-101
Dividend Comparison (2023 - 2025)
AIPO vs CSMD dividend yield comparison.
| Year | AIPO | CSMD |
|---|---|---|
| 2025 | 0.01% | 0.00% |
| 2024 | 0.00% | 0.40% |
| 2023 | 0.00% | 0.02% |
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